Director And Chartered Financial Planner
Current
Aug 2021 - Present
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Toby Bain Email & Phone Number
Director and Chartered Financial Planner
at
Matheson Charles Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Director and Chartered Financial Planner
Location
Bath, England, United Kingdom
Who is Toby Bain? Overview
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Quick answer
Toby Bain is listed as Director and Chartered Financial Planner at Matheson Charles Ltd, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Toby Bain.
Toby Bain previously worked as Independent Financial Advisor at Morgans Ltd and Indepedent Financial Adviser at James Phillips & Co. Toby Bain holds Master'S Degree from University Of Exeter.
Company email context
Email format at Matheson Charles Ltd
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Matheson Charles Ltd
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Profile bio
About Toby Bain
I'm a Chartered Financial Planner and Independent Financial Advisor with several years of experience in helping my clients identify and implement strategies to achieve their financial goals. I offer a wide range of services across financial planning including investment advice, retirement planning, tax planning and protection.
Listed skills include Financial Advisory, Retirement Planning, Investments, Wealth Management, and 7 others.
Current workplace
Toby Bain's current company
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4 roles
Toby Bain work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
Mar 2018 - Aug 2021
Indepedent Financial Adviser
Sep 2016 - Feb 2018
Financial Advisor
Sep 2014 - Sep 2016
3 education records
Toby Bain education
Master'S Degree
Bachelor Of Arts - Ba
Education record
FAQ
Frequently asked questions about Toby Bain
Quick answers generated from the profile data available on this page.
What company does Toby Bain work for?
Toby Bain works for Matheson Charles Ltd.
What is Toby Bain's role at Matheson Charles Ltd?
Toby Bain is listed as Director and Chartered Financial Planner at Matheson Charles Ltd.
Where is Toby Bain based?
Toby Bain is based in Bath, England, United Kingdom while working with Matheson Charles Ltd.
What companies has Toby Bain worked for?
Toby Bain has worked for Matheson Charles Ltd, Morgans Ltd, James Phillips & Co, and Redworth Caledonian Associates Limited.
How can I contact Toby Bain?
You can use AeroLeads to view verified contact signals for Toby Bain at Matheson Charles Ltd, including work email, phone, and LinkedIn data when available.
What schools did Toby Bain attend?
Toby Bain holds Master'S Degree from University Of Exeter.
What skills is Toby Bain known for?
Toby Bain is listed with skills including Financial Advisory, Retirement Planning, Investments, Wealth Management, Financial Planning, Portfolio Management, Investment Advisory, and Inheritance Tax Planning.
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